VERITY Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

VERITY Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$274K	Hold
2025 Q2	$273K	Hold
2025 Q1	$271K	Hold
2024 Q4	$271K	Sell
2024 Q3	$1.1M	Hold
2024 Q2	$1.08M	Hold
2024 Q1	$1.08M	Buy
2023 Q4	$818K	Buy
2019 Q4	–	Sell
2019 Q3	$289K	Buy